Jim Nash

I began my financial and life insurance planning career after a short time in the retail industry. Following my graduation from college with a BBA in accounting, I was the general manager of a chain of specialty retail stores throughout the southeast. In 1978 I left that position to develop my financial planning practice. Using my accounting training and my managerial experiences, I developed a practice that focused on tax planning for professional and small business clients. My practice focuses on pension and legacy planning opportunities for my clients.

I obtained my Chartered Life Underwriter and Chartered Financial Consultant designations from The American College of Financial Services and have served my profession as a local leader and the state president of our industry’s professional association.

My wife, TJ, and I have three children and three grandchildren.
We make our home in our native state of Mississippi.